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WFG Advisors’s Verizon VZ Stock Holding History

WFG Advisors’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$1.56M Buy
34,861
+4,190
+14% +$195K 0.35% 74
2017
Q1 		$1.5M Sell
30,671
-727
-2% -$36.5K 0.4% 61
2016
Q4 		$1.68M Sell
31,398
-9,377
-23% -$469K 0.41% 57
2016
Q3 		$2.12M Buy
40,775
+2,402
+6% +$129K 0.53% 42
2016
Q2 		$2.14M Buy
38,373
+2,329
+6% +$121K 0.57% 35
2016
Q1 		$1.95M Sell
36,044
-7,294
-17% -$365K 0.56% 34
2015
Q4 		$2M Buy
43,338
+2,872
+7% +$130K 0.6% 29
2015
Q3 		$1.76M Sell
40,466
-5,260
-12% -$243K 0.55% 36
2015
Q2 		$2.13M Buy
45,726
+4,051
+10% +$198K 0.59% 31
2015
Q1 		$2.03M Sell
41,675
-16,640
-29% -$803K 0.57% 31
2014
Q4 		$2.73M Sell
58,315
-6,740
-10% -$330K 0.55% 26
2014
Q3 		$3.25M Sell
65,055
-632
-1% -$31.4K 0.62% 19
2014
Q2 		$3.21M Buy
65,687
+2,009
+3% +$97.3K 0.6% 19
2014
Q1 		$3.03M Buy
63,678
+2,453
+4% +$116K 0.61% 21
2013
Q4 		$3.01M Buy
61,225
+2,870
+5% +$141K 0.43% 41
2013
Q3 		$2.72M Sell
58,355
-1,118
-2% -$54.6K 0.42% 47
2013
Q2 		$2.99M Buy
+59,473
New +$3.04M 0.5% 38

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFG Advisors's VZ Position: Q2 2017 in Review

WFG Advisors increased its Verizon (VZ) stake by 14% in Q2 2017, buying an estimated $195K and bringing the position to 34,861 shares worth $1.56M. The position accounts for 0.35% of the portfolio, ranked #74.

WFG Advisors first reported a position in VZ in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.25M in Q3 2014. 1,930 funds tracked by Wall St. Rank hold VZ as of Q2 2017.

  • WFG Advisors held 34,861 shares of Verizon worth $1.56M as of Q2 2017.
  • WFG Advisors bought 4,190 Verizon shares in Q2 2017, an estimated $195K.
  • Verizon made up 0.35% of WFG Advisors's portfolio in Q2 2017, its #74 holding.
  • WFG Advisors first reported a position in Verizon in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Verizon position peaked at $3.25M in Q3 2014.
  • 1,930 funds tracked by Wall St. Rank held Verizon as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.